Member Info for PEAKDREAD

It's generally about Royce's... led by a therian called Nettles :-). There are occaisional skirmishes, generally about politics, how relevant posts are or the overall aerospacial accurateness of said posts. FFS don't post off topic as the board is monitored by some killjoys who are unable to scroll past posts they dislike. If you start an argument with certain members they will generally resort to the equivalent of bragging about the size of their tackle - although on here it's the size of their "pot". Some posters believe that because they have a large "pot" they are incapable of being wrong - they will actually argue black is white rather than concede ground. It appears that the general rule is "the larger your holding the less inclined you are to concede you are wrong (even when you are wrong)". Oh, and LTH's are better than short term "gamblers" - with X3 traders occupying the bottom rung. I think that just about sums it up.

RE "£7 by February is not insight."

Hotplant - I disagree voraciously. It was very insightful / perceptive of NTC to come up with his grand plan so long ago and come out with a prediction nostradamus would have been envious of....

I think the SP was in the low 1's (130 / 140) when I first heard NTC's prediction. At the time I thought he was the board loony "£7 by feb 2025" he would cry, "you're out of your tiny kitten mind" I would think. As time has passed and the SP has strengthened I've come to the belief he actually underestimated the SP potential for Feb 2025. We still have Divi's to come (I presume Tufan willl keep these in his back pocket and use them when the SP needs a shot), SMR to unravel itself, Debt to be taken care of, targets to be hit, large orders to be won (Emirates??), narrow body to be re-entered (ooh err missus)..... and we're already at £4.60. Obviously some of the above is "baked in" however I'd guess only 20 - 30% - as they are not all certainties (apart from divi's and to a lesser extent debt). Barring the obvious pittfalls which could knock the SP (Covid part 2 / war / major engine issue etc, etc) I can't see how this doesn't reach £7 by Feb 2025 and would be surprised if it doesn't hit £7.50 or £8 by then. I should add that I am usually a glass half empty kinda person...however on this particular topic / share I am definitely a glass half full type of person.

Even die-hard eco warriors must realise that wind and solar cannot bridge the energy gap we are facing. I think Svend mentioned a few weeks ago that nuclear is a pathway which has been signed up to by pretty much every country (the treaties name escapes me). I can't see labour abandoning SMR - SMR's just make sense - Their energy policy states nuclear is in the mix - they could really do with coming out and confirming the current SMR project fits in with their energy policy and will be allowed to continue. Changing track at this stage makes no sense whatsoever.

Not convinced it really matters what's in the tory manifesto unless you're hoping Labour will copy it.....

I heard the fix for the sand ingestion was a new type of coating and a better cooling system. The old coating was coming away with the molten sand particles when they cooled so they needed a more resilient coating and a slight tweak to the cooling system.... I may be getting things muddled up but I believe the blades are now made in 2 halves and then fused together which allows for a better cooling system - I'm happy to be corrected if I've got this wrong... anyways the sand problem has effectively been solved - possibly some final testing but very close to rolling it out and increasing the number of cycles in between services.

£7 by Feb 2025 :-)

You'd think a labour win would be very good for Vistry - They're pledging to build many, many more homes than the tories have managed to.... However 1) Is Vistry capable of gearing up its model to capitalise on this building boom? and 2) Surely the other housebuilders will be able to copy Vistry's model and at the very least set up a division dedicated to lower cost social housing?? and 3) how much of this potential housing bonanza is baked into the SP (or is it purposefully not baked in due to the limitations surrounding Vistry's growth potential??).

Furthermore the anticipated solution could lead to a massive deal with Emirates....(assuming I haven't missed a news story of Emirates choosing "the other airframe / engine combo?)

Is the "reliability issue" they talk about a lack of time on the wing?? I was under the impression this is on the cusp of being sorted - increasing time on the wing in "sandy" countries from 500 cycles to 2000 cycles. "if" this is what they're talking about this is surely a known problem with an anticipated soluion?

Thanks for the insight NotZero.

I've heard on the grapevine that the Czech Republic project is the one which is nearest to "take off" - can anyone verify / add some meat to the bones? The person I spoke to was talking about it in extremely positive terms....

Thanks Svend. So the latest timeline is tenders in "by June" and a decision on those tenders "later in the year"... I presume we can safely assume labour will run with what has already been done (possibly re-package it as "Great Btitish Energy") - It would be madness to scrap what the tories have done and start again.... So overall, timescales are slipping but the project is still on track.

Is there a consensus on whether there will be an announcement with regards to which companies go through to the next stage of the UK SMR project before the election. I know some people thought this would be too "political" and may not happen due to purdah - however I thought f something is scheduled to happen (on an agreed upon proect which has been fully costed / budgeted) it shouldn't be affected by purdah?? According to the Great British Nuclear website "companies will be invited to bid for government contracts later this year (2023) with successful companies announced in Spring next year (2024) and contracts awarded in Summer (2024)" - (I've added the dates in brackets) I can't see any update on these timescales - which woud suggest they are running behind schedule??

I was in RR 100% (which is madness - or so I am told....) - So I diversified (a little) and sold some RR and bought some other stocks.... This didn't sit well with me - as the other stocks - whilst climbing - weren't climbing as quickly as RR.... It also meant I had to watch a number of share prices rather than just one... So I've sold my diversified stocks and re-invested everything into RR - I suppose I'm posting this as a warning to others.... knowing my luck expect an uncharachteristic downward trend :-)

Yes, I watch stocks every day (despite being a long term holder with a long term goal)

Yes, I am fickle

Yes, it would have been better to just leave it all in RR

In reality I had only diveested 5% of my total holding..... So if a black swan event had come along and RR had taken a massive hit I'd still have been totally and utterly screwed. Thankfully I've made plenty over the past 2 years or so - so if covid part 2 came along or an RR engine blew up mid flight (God forbid) and the SP crashed I'd probably still be OK at the end of it. I'm now watching the shares I've got rid of and expecting them to take off :-)

Onwards and upwards to the fabled land of £7 / share (and the rest hopefully :-))

You're obviously very positive about CAB Multiplier. Assuming the US License comes through and there are no major issues in their current markets.... just how much growth potential is there in CAB? The only analyst I can find with an opinion is James Goodman at Barclays who has it down as 120p (price set on 26th March). Why so few analyst price targets?

You'll be claiming it'll be £7 early next year next........

Thanks Cev.

What's a TR1?

Thanks for the replies. I've avoided the fool religously for months but thought I'd see what BS they were sprouting... I don't so much mind people having differing views and interpreting the data in their own way.... but simply making up a "alternate" set of facts is taking the p!ss.